Joshua Hayes
Lead Advisor, Partner at Curtis Advisory Group | Santa Barbara, California, United States
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Joshua Hayes serves as the Lead Advisor and Partner at Curtis Advisory Group, LLC, where he leverages his extensive expertise in wealth management and holistic financial planning to empower clients in achieving their financial goals. With a commitment to providing intentional, high-quality service, Joshua plays a pivotal role in ensuring that each client's financial landscape is seamlessly integrated. His approach encompasses a comprehensive view of clients' goals, assets, and investment accounts, all of which are meticulously updated daily to reflect their evolving financial situations.
At Curtis Advisory Group, Joshua leads key projects that focus on retirement planning and value investing strategies, helping clients navigate the complexities of their financial journeys. His adeptness in investment advisory allows him to craft personalized investment strategies that align with clients' long-term objectives, ensuring that their portfolios are not only robust but also resilient in the face of market fluctuations. Additionally, Joshua's leadership skills shine through as he recruits and mentors a talented team of advisors, fostering a collaborative environment that prioritizes client success.
Joshua's dedication to public speaking further enhances his role, as he frequently shares insights on financial literacy and investment strategies at industry conferences and community events. By demystifying complex financial concepts, he empowers clients and the broader community to make informed decisions about their financial futures. In a world where financial management can often feel overwhelming, Joshua Hayes stands out as a trusted partner, committed to helping clients live their lives to the fullest capacity while expertly managing the intricacies of their financial details.
Lead Advisor, Partner at Curtis Advisory Group in June 2018 to Present
Financial Advisor at Tremblay Financial in January 2009 to June 2018
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Retirement Planning
Wealth Management
Holistic Financial Planning
Recruiting
Team Leadership
Public Speaking
Investment Advisory
Investments
Finance
Value Investing
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Discover more about Curtis Advisory GroupWhat is Joshua Hayes email address?
Email Joshua Hayes at [email protected]. This email is the most updated Joshua Hayes email found in 2026.
What is Joshua Hayes phone number?
Joshua Hayes phone number is +13013430252 and +16235212907.
How to contact Joshua Hayes?
To contact Joshua Hayes send an email to [email protected]. If you want to call Joshua Hayes try calling on +13013430252 and +16235212907. (updated on October 24, 2024)
What is Joshua Hayes net worth?
Joshua Hayes has an estimated net worth of $375,000 to $499,999
What company does Joshua Hayes work for?
Joshua Hayes works for Curtis Advisory Group
What is Joshua Hayes's role at Curtis Advisory Group?
Joshua Hayes is Lead Advisor, Partner
What industry does Joshua Hayes work in?
Joshua Hayes works in the Financial Services industry.
Joshua Hayes Email Addresses
Joshua Hayes Phone Numbers
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